Manage Your Dialpad Meeting Contacts

 

Organizing your contacts in Dialpad Meetings makes it easier to schedule meetings and invite other Participants.

Let's take a closer look at how to manage contacts in Dialpad Meetings.

Add a Contact Manually

uc-add-contact-manually.png

From the Dialpad Meetings dashboard, navigate to Account > ContactsAdd Contact.

Enter your new contact's name, company name, email address (for Dialpad Meetings to send conference invites), phone number (for Dialpad Meetings to dial out to), and avatar.

Contact information can always be edited if the contact was added manually through Dialpad Meetings.

Import Contacts from Google Account

From the Dialpad Meetings dashboard, navigate to Account ContactsImport Google Contacts and grant permission for Dialpad Meetings to access your Google Account.

If you need to edit or remove any contacts after importing through this method, you'll need to do so from the Google Account.

Import Contacts from CSV File

From the Dialpad Meetings dashboard, navigate to AccountContactsImport a Contacts CSV and choose the CSV file (2MB limit).

You’ll need to format the CSV file to include the following headers and in this order from left to right:

  • First Name
  • Last Name
  • Company
  • Email Address
  • Email 2 Address
  • Phone
  • Phone 2

Create a Group

uc-create-group.png

From the Dialpad Meetings dashboard, navigate to Account ContactsAdd Group.

Enter the group's name as well as any contact names, phone numbers, or email addresses you'd like to add to this group.

Dialpad Meetings will search for existing contacts to add to your group, but this pop-up also allows you to create new contacts while creating the group.

Edit, Delete or Block a Contact

uc-edit-contact-with-block-button.png

From the Dialpad Meetings dashboard, navigate to Account ContactsEdit Contacts

Enter the name, phone number, or email address of the contact you're searching for.

Select the contact and issue any adjustments to their contact information. You can delete or block contact from here, too. There's also an Edit Blocked Contacts button at the top of the Contacts section to easily block or unblock contacts.

Since the Edit Contacts functionality serves as a search field, use this to also quickly lookup any contact-related information.

Was this article helpful?

/